UBS AM

UBS AM Portfolio holdings

AUM $461B
1-Year Est. Return 27.37%
 

UBS Asset Management (UBS AM), a division of UBS Group AG with origins tied to the bank’s founding in 1862, is headquartered in Zurich, Switzerland, and manages hundreds of billions in assets for institutional, intermediary, and wealth management clients globally. Specializing in a broad range of investment strategies—including equities, fixed income, multi-asset, alternatives, and sustainable investing—UBS AM leverages the firm’s extensive research capabilities and global network to deliver tailored solutions. Known for its focus on risk management and innovation, it offers products like ETFs, index funds, and private market investments, catering to diverse needs from pension funds to high-net-worth individuals. As part of UBS’s broader ecosystem, UBS AM combines Swiss precision with a commitment to ESG principles, solidifying its position as a leader in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$429B
AUM Growth
+$39.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1 +$3.29B
2 +$2.75B
3 +$2.26B
4
AMZN icon
Amazon
AMZN
+$1.79B
5
UNH icon
UnitedHealth
UNH
+$1.16B

Top Sells

1 +$1.19B
2 +$415M
3 +$288M
4
HDB icon
HDFC Bank
HDB
+$211M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M

Sector Composition

1 Technology 34.76%
2 Financials 12.98%
3 Consumer Discretionary 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$15.9M ﹤0.01%
142,388
+15,436
1052
$15.9M ﹤0.01%
169,548
-36,639
1053
$15.9M ﹤0.01%
150,032
+16,458
1054
$15.8M ﹤0.01%
228,086
-14,240
1055
$15.7M ﹤0.01%
154,745
+19,272
1056
$15.7M ﹤0.01%
506,851
-682
1057
$15.6M ﹤0.01%
239,126
-75,803
1058
$15.5M ﹤0.01%
163,408
+16,942
1059
$15.4M ﹤0.01%
83,422
-17,216
1060
$15.4M ﹤0.01%
290,392
+45,967
1061
$15.3M ﹤0.01%
2,259,178
+118,428
1062
$15.2M ﹤0.01%
98,980
-33,766
1063
$15.2M ﹤0.01%
292,583
-34,957
1064
$15.2M ﹤0.01%
1,016,351
+179,962
1065
$15.1M ﹤0.01%
362,603
+82,499
1066
$15.1M ﹤0.01%
871,745
-80,507
1067
$15.1M ﹤0.01%
88,954
+4,210
1068
$15.1M ﹤0.01%
275,920
+29,437
1069
$15M ﹤0.01%
210,872
+17,966
1070
$15M ﹤0.01%
239,700
+24,057
1071
$15M ﹤0.01%
1,381,920
+208,875
1072
$15M ﹤0.01%
91,742
+8,091
1073
$14.8M ﹤0.01%
283,391
+70,557
1074
$14.8M ﹤0.01%
315,250
+48,494
1075
$14.7M ﹤0.01%
298,512
+24,995